Court Blocks Trump Tariffs, Nvidia Surges, the "TACO Trade" 5/29/25
Squawk on the Street
00:00
AI Trade and Market Dynamics
This chapter explores the evolving landscape of the AI sector, focusing on stock performances of companies like C3 AI and the impact of energy supply on data centers. The conversation includes insights on Palantir's valuation, recent partnerships, and the challenges faced by companies like HPQ amidst shifting market conditions. It also highlights retail trends, legal battles, and the complexities of Fannie Mae and Freddie Mac's financial futures.
Transcript
Play full episode
